Salem Investment Counselors’s CMS Energy CMS Stock Holding History

Salem Investment Counselors’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62K	Hold	810	–	–	﹤0.01%	572
2026 Q1	$62.8K	Buy	+810	New	+$60.1K	﹤0.01%	554
2025 Q4	–	Sell	-810	Closed	-$59.3K	–	536
2025 Q3	$59.3K	Hold	810	–	–	﹤0.01%	570
2025 Q2	$56.1K	Hold	810	–	–	﹤0.01%	562
2025 Q1	$60.8K	Buy	810 +55	+7%	+$3.84K	﹤0.01%	541
2024 Q4	$50.3K	Hold	755	–	–	﹤0.01%	579
2024 Q3	$53.3K	Hold	755	–	–	﹤0.01%	570
2024 Q2	$44.9K	Hold	755	–	–	﹤0.01%	580
2024 Q1	$45.6K	Hold	755	–	–	﹤0.01%	566
2023 Q4	$43.8K	Hold	755	–	–	﹤0.01%	562
2023 Q3	$40.1K	Hold	755	–	–	﹤0.01%	560
2023 Q2	$44.4K	Hold	755	–	–	﹤0.01%	541
2023 Q1	$46.3K	Hold	755	–	–	﹤0.01%	534
2022 Q4	$47.8K	Hold	755	–	–	﹤0.01%	524
2022 Q3	$44K	Hold	755	–	–	﹤0.01%	498
2022 Q2	$51K	Hold	755	–	–	﹤0.01%	499
2022 Q1	$53K	Hold	755	–	–	﹤0.01%	497
2021 Q4	$49K	Hold	755	–	–	﹤0.01%	563
2021 Q3	$45K	Hold	755	–	–	﹤0.01%	517
2021 Q2	$45K	Hold	755	–	–	﹤0.01%	493
2021 Q1	$46K	Hold	755	–	–	﹤0.01%	467
2020 Q4	$46K	Hold	755	–	–	﹤0.01%	454
2020 Q3	$46K	Hold	755	–	–	﹤0.01%	379
2020 Q2	$44K	Hold	755	–	–	﹤0.01%	381
2020 Q1	$44K	Hold	755	–	–	﹤0.01%	359
2019 Q4	$47K	Buy	+755	New	+$47.1K	﹤0.01%	380
2017 Q3	–	Sell	-201	Closed	-$9K	–	583
2017 Q2	$9K	Buy	+201	New	+$9.29K	﹤0.01%	480

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Salem Investment Counselors's CMS Position: Q2 2026 in Review

Salem Investment Counselors held its CMS Energy (CMS) position steady in Q2 2026 at 810 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Salem Investment Counselors first reported a position in CMS in Q2 2017 and has held it in 27 quarters since. The position peaked at $62.8K in Q1 2026. 280 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Salem Investment Counselors held 810 shares of CMS Energy worth $62K as of Q2 2026.
Salem Investment Counselors left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #572 holding.
Salem Investment Counselors first reported a position in CMS Energy in Q2 2017 and has held it in 27 quarters since.
Salem Investment Counselors's CMS Energy position peaked at $62.8K in Q1 2026.
280 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.